Hello and welcome to the home of Information Reporting & Withholding!
Our goal is to provide you the guidance needed to meet your information reporting and withholding requirements. We accomplish this task by providing up to date news, training, and how-to-documentation.
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Comprehensive Training in Information Reporting and Withholding
CPE Training
From the basics to more detailed nuances, you’ll have access to high-quality industry training!
Industry News
The latest developments, trends, & regulations regarding tax Information Reporting and Withholding.
Knowledge Base
A Knowledge Base to keep you from getting lost. The most commonly used forms are also available.
Support Hub
This area is exclusively for Comply Suite clients and contains a large bank of Comply Admin video tutorials.
What's in the subscription?
Equip yourself using ComplyPro, your versatile tool for navigating the realm of Information Reporting and withholding. Our top-tier subscription offering provides numerous hours of CPE-accredited courses, up-to-the-minute industry updates, and an extensive compendium of knowledge. With all of this readily available, you’ll never encounter confusion, obstacles, or uncertainty again!
- Over 100 Hours of Video Based Training
- 38+ CPE Credits to earn
- The Latest Industry Trends and News
- An Encyclopedia of Knowledge boasting over 100 Key Terms
- Unlimited access to Comply Ai
- Exclusive Support for current Comply Suite users
- Full mobile support including lesson transcripts & audio files
- Bonus videos uploaded frequently
Earn CPE Credits from ANYWHERE!
You can access CPE-accredited training sessions on all things Information Reporting and Withholding through our interactive portal.
Foundation Course
9.5 CPE Credits
An Introduction to U.S. Tax Information Reporting and Withholding. This course will be taught by Comply’s Finance Director, Tina Marley.
- Foundation
- Key Terms & Concepts
- Important Publications & Instructions
- Payee Setup
- Payments to U.S. Persons
- Chapter 3
- Chapter 4
- Audits
Compliance and Reporting Essentials
This comprehensive course provides the fundamental knowledge and practical skills needed to navigate compliance and reporting requirements effectively.
- Overview of Information Reporting and Withholding
- Account Opening and Onboarding
- Documentation Collection and Management
- Payments & Sourcing
- Best Practices
Operational: Practical Implementation | 28.5 CPE Credits
This course is intended to build upon the foundation you learned in Course 1 by providing more insight into the practical everyday application of Information Reporting & Withholding.
- Information Reporting Impacts All Types of Businesses
- Identifying the Payee or Beneficial Owner
- W-9 Walkthrough
- W-8BEN Walkthrough
- W-8BEN-E Walkthrough
- W-8ECI Walkthrough
- W-8EXP Walkthrough
- W-8IMY Walkthrough
- 8233 Walkthrough
- Payments and Withholding
- Reporting
- Forms 1099
- 1042 Walkthrough
- 1042-S Walkthrough
- 8966 Walkthrough
- Intergovermental Agreements
ComplyPro
Full Access-
CPE Accredited Training (38 Credits)
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Industry News Updates
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Knowledge Base (100+ Terms)
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SME Verified Responses to Tax Questions (Comply AI)
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Mobile compatibility
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Frequently added bonus material including Year-end Reports
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Support Hub Exclusive to Comply Suite Members